Global Financial Private Capital’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,837
| Closed | -$323K | – | 520 |
|
|
2018
Q3 | $323K | Sell |
4,837
-3,395
| -41% | -$227K | 0.01% | 440 |
|
|
2018
Q2 | $532K | Sell |
8,232
-818
| -9% | -$52.9K | 0.02% | 357 |
|
|
2018
Q1 | $567K | Sell |
9,050
-5,480
| -38% | -$343K | 0.02% | 334 |
|
|
2017
Q4 | $965K | Buy |
14,530
+4,839
| +50% | +$321K | 0.03% | 263 |
|
|
2017
Q3 | $608K | Buy |
+9,691
| New | +$608K | 0.02% | 293 |
|
|
2017
Q2 | – | Sell |
-18,026
| Closed | -$1.09M | – | 243 |
|
|
2017
Q1 | $1.09M | Buy |
+18,026
| New | +$1.09M | 0.06% | 152 |
|